Heath Hamrick is a CFP® professional with 19 years of industry experience, currently the sole advisor at H Cubed Financial Solutions in Granbury, TX. He previously worked at Team Financial Strategies for seven years before founding his current firm in 2017. H Cubed Financial Solutions offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs strategic asset allocation with a value-oriented, long-term approach and incorporates derivatives and leverage strategies, such as options and short sales, within separately managed accounts.

I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!

Tanya Gilliam is a financial advisor with Berry Wealth Group, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She previously worked at Raymond James Financial Services in various roles from 2014 to 2023. Outside of her advisory work, she owns and operates a cattle and hay production business, Rockin Rebel Ranch. Berry Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and individual securities, and manages approximately $242.6 million in discretionary assets across about 352 client relationships.

Michelle Berry is a CFP® professional with 28 years of experience in the financial services industry. She has worked at Raymond James Financial and Raymond James Financial Services, Inc. for over 25 years before joining Berry Wealth Group, LP in 2023. Berry also engages in insurance sales as a secondary business activity. Berry Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $242.6 million in discretionary assets and employs a long-term investment approach using low-cost diversified mutual funds and ETFs, with individual securities added as appropriate.

John Shockey is a financial advisor at Strategic Asset Management LLC with 23 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Independent Solutions Wealth Management, LLC for nine years. Outside of advising, he is a part owner of a producing oil well through Raptor Resources. Strategic Asset Management LLC provides portfolio management and financial planning to individuals, retirement plans, trusts, and business entities. The firm employs a team approach, managing approximately $218 million in discretionary assets, and integrates fundamental, quantitative, and technical analysis in its investment process.

Dee James is a financial advisor with TFB Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameritas Advisory Services, Ameritas Life Insurance Corp., and Ameritas Investment Company, and he owns 3J Financial LLC, which focuses on the sale and servicing of 401(k) plans. TFB Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio and wealth management, and specialized retirement plan consulting, managing approximately $859.6 million in client assets across a multi-advisor team.

Daniel Ashley is a financial advisor at Signal Securities, Inc. with 31 years of industry experience. He has been with Signal Securities since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversified, model-based portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Thomas Mead is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is also an agent providing insurance and annuities through Pecan Financial Services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Cary Hise is a financial advisor at Arkadios Wealth Advisors with five years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Summit Life Group. Outside of his advisory role, he owns KHARES BASILEIA LLC, a leadership development business for nonprofits. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and proprietary portfolio strategies. The firm operates an integrated model supporting advisors with an in-house portfolio team and offers a range of financial planning and reporting services.

Daniela Cronin is a Series 65-licensed financial advisor with Octavia Wealth Advisors LLC in Cleburne, TX. She has one year of industry experience and previously worked at Shusterman Wealth Management and Eddie V's. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm employs customized portfolios utilizing low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term strategies and specialized ERISA 3(38) retirement plan services.

Lyndol Anderson is a ChFC® credentialed financial advisor with nine years of industry experience. He is currently affiliated with Gradient Advisors, LLC and is also the owner of West Texas Financial Solutions and West Texas Retirement Solutions, where he provides financial planning, advisory services, and insurance products. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to deliver tailored portfolio strategies.

Kyle Frush is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Western Wealth Management since 2017 and previously held roles at LPL Financial and Raymond James Financial Services. He is also involved in a non-variable insurance business based in Fort Worth, TX. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of portfolio management, financial planning, and consulting services, utilizing diverse investment strategies and multiple custodial platforms.

Rex Russell is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Moloney Securities Asset Management LLC and Wealth Advisor Marketing. Outside of his advisory work, Russell serves as a deacon and life group teacher at Northpointe Church, is an author receiving royalties from a published book, and chairs a committee for the nonprofit organization YoungLife. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, and retirement-plan advisory, with investment strategies tailored to each client’s objectives and risk tolerance.

Timothy Shugrue is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab & Co., Inc., Charles Schwab Bank, and various self-employed engagements. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund, operating within a vertically integrated structure that includes affiliated funds.

Cody Wood is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower, he worked at Walmart for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base through both point-in-time financial plans and managed account solutions.

Matthew Irwin is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Fisher Investments and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model offers point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jay Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2016 to 2021 before joining Kestra in 2021. Outside of his advisory role, he is involved in real estate through managing membership in private real estate holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment due diligence, serving various client types including large institutional investors.

Donald Sketchley is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Securities, and various insurance companies. Outside of his advisory work, he has driven for Uber to supplement income while building his practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Erin Stamper is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital model account pilot that uses algorithmic selection of investment strategies executed via mutual funds and ETFs. The firm’s approach includes third-party delegation for portfolio implementation and voting, with features tailored to employee participants.

Pamela Byrd is a financial advisor with Fifth Third Securities, Inc. in Granbury, Texas, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her previous roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. Outside of her advisory work, she serves as an administrative and operational manager at Comerica Financial Advisors. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering access to various managed account programs and portfolio management options via the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a broad client base and multiple affiliated entities.